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Long Island Wealth Management’s American Express AXP Stock Holding History

Long Island Wealth Management’s Portfolio AXP Stock Details AXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,339
Closed -$445K – 88
2025
Q3 		$445K Hold
1,339
– – 0.22% 61
2025
Q2 		$427K Buy
+1,339
New +$377K 0.22% 61
2024
Q1 		– Sell
-52
Closed -$10K – 106
2023
Q4 		$10K Buy
+52
New +$8.37K 0.01% 205

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Long Island Wealth Management's AXP Position: Q4 2025 in Review

Long Island Wealth Management sold out of American Express (AXP) in Q4 2025, closing a stake of 1,339 shares — an estimated $445K sold.

Long Island Wealth Management first reported a position in AXP in Q4 2023 and held it in 3 quarters. The position peaked at $445K in Q3 2025. 3,029 funds tracked by Wall St. Rank hold AXP as of Q4 2025.

  • Long Island Wealth Management reported no remaining American Express position as of Q4 2025 after selling out during the quarter.
  • Long Island Wealth Management sold 1,339 American Express shares in Q4 2025, an estimated $445K.
  • Long Island Wealth Management first reported a position in American Express in Q4 2023 and held it in 3 quarters.
  • Long Island Wealth Management's American Express position peaked at $445K in Q3 2025.
  • 3,029 funds tracked by Wall St. Rank held American Express as of Q4 2025.

Based on Long Island Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.